Global fundies all bull! - MacroBusiness : vimarsana.com

Global fundies all bull! - MacroBusiness


MacroBusiness
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Cross-posted from ZH:
It was exactly one month ago that Wall Street exhaled a sigh of relief, and according to the March BofA Fund Manager Survey, consensus among Wall Street’s professionals was that Covid was 
biggest tail risk”, both 
taper tantrum were now viewed as bigger risks.
Perhaps in retrospect declaring victory over covid was premature in light of today’s J&J vaccine halt, but in the meantime, a bulled up Wall Street has only gotten even more convinced that covid is one for the history books, but that the only risks left are not associated with an economic boom, not a recession, with the latest Fund Manager Survey revealing the following biggest tail risks:

Related Keywords

Michael Hartnett , Hartnett , Fund Manage , Wall Street , Fund Manager Survey , April Fund Manage Survey , Bofa Chief Investment Strategist Michael Hartnett , Bear Indicator , மைக்கேல் ஹார்ட்நெட் , ஹார்ட்நெட் , சுவர் தெரு , நிதி மேலாளர் கணக்கெடுப்பு , போஃபா தலைமை முதலீடு மூலோபாயவாதி மைக்கேல் ஹார்ட்நெட் ,

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